You will be responsible for providing full administrative support to a team of Financial Planners / Advisers.
We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover.
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.
We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm.
My client is a Financial Advisory firm providing Financial Solutions and Financial Advice to both individuals and businesses in the Yorkshire areas.
We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
Your specific duties will include
Providing full administrative support to a number of Financial Planners.
With experience in a junior management role already under your belt, this is an opportunity to take your career to the next level.
Our Deputy Managers are brilliant retail leaders, accountable for the day to day running of our stores in the absence of the Store Manager.
You'll be responsible for the customer experience, for maximising profit and minimising loss, and will ensure your store colleagues are clear on their sales targets and delivering Customer First behaviours at all times.
The position of Client Development Manager is to prospect and onboard new clients.
To manage clients on a day- to-day basis and ensure that their briefs and strategy are being met within agreed service level agreements and timescales.
To have responsibility for existing client communication and relationship building.